Oracle Inventory User's Guide
Oracle InventoryUser’s GuideRelease 11March 1998
OracleR Inventory User’s GuideRelease 11The part number for this book is A58270–01.Copyright E 1998, Oracle Corporation. All Rights Reserved.Major Contributors: Milan Bhatia, Louis Bryan, Aseem Chandra, Charles McClellan, AliToreContributors: Rick Copeland, Barry Kuhl, Clare Fernandez, Mark Fisher, Sridhar Hoskote,Mansoor Jafri, Manju Juneja, Nancy Kane, Gundars Kokts, Pradeep Nannepaga, RaymondNgai, Susan Ramage, Lenore Siegler, Murali Subramanian, Armando Ugarte, Rajiv Wani.The Programs (which include both the software and documentation) containproprietary information of Oracle Corporation; they are provided under a licenseagreement containing restrictions on use and disclosure and are also protected bycopyright, patent and other intellectual property law. Reverse engineering of thePrograms is prohibited.The information contained in this document is subject to change without notice. If youfind any problems in the documentation, please report them to us in writing. OracleCorporation does not warrant that this document is error–free. No part of this documentmay be reproduced or transmitted in any form or by any means, electronic or mechanical,for any purpose, without the express written permission of Oracle Corporation.Restricted Rights LegendPrograms delivered subject to the DOD FAR Supplement are ’commercial computersoftware’ and use, duplication and disclosure of the Programs shall be subject to thelicensing restrictions set forth in the applicable Oracle license agreement. Otherwise,Programs delivered subject to the Federal Acquisition Regulations are ’restrictedcomputer software’ and use, duplication and disclosure of the Programs shall be subject tothe restrictions in FAR 52.227–14, Rights in Data –– General, including Alternate III (June1987). Oracle Corporation, 500 Oracle Parkway, Redwood City, CA 94065.The Programs are not intended for use in any nuclear, aviation, mass transit, medical, orother inherently dangerous applications. It shall be licensee’s responsibility to take allappropriate fail–safe, back–up, redundancy and other measures to ensure the safe use ofsuch applications if the Programs are used for such purposes, and Oracle disclaimsliability for any damages caused by such use of the Programs.Oracle is a registered trademark and Developer/2000, Oracle8, Oracle Application ObjectLibrary, Oracle Alert, Oracle Financials, Oracle Quality, Oracle Workflow, Oracle Work inProcess, SQL*Forms, SQL*Plus, SQL*AMX, SQL*Report, and SQL*ReportWriter aretrademarks or registered trademarks of Oracle Corporation.All other company or product names are mentioned for identification purposes only, andmay be trademarks of their respective owners.
ContentsPreface. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iiiChapter 1Setting Up . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 1Overview of Inventory Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 2Oracle Inventory Profile Options . . . . . . . . . . . . . . . . . . . . . . . . . . 1 – 19Chapter 2Inventory Structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Overview of Inventory Structure . . . . . . . . . . . . . . . . . . . . . . . . . .Organization Parameters Window . . . . . . . . . . . . . . . . . . . . . . . . .Defining Subinventories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Defining Stock Locators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Defining Organization Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Defining Freight Carriers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2–12–22–42 – 222 – 272 – 292 – 31Chapter 3Units of Measure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Overview of Units of Measure . . . . . . . . . . . . . . . . . . . . . . . . . . . .Defining Unit of Measure Classes . . . . . . . . . . . . . . . . . . . . . . . . .Defining Units of Measure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Defining Unit of Measure Conversions . . . . . . . . . . . . . . . . . . . . .3–13–23–33–53–7Contentsiii
Chapter 4Item Setup and Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Overview of Item Setup and Control . . . . . . . . . . . . . . . . . . . . . . .Implementing the Item Master Organization . . . . . . . . . . . . . . . .Item Attribute Controls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Item Defining Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Status Attributes and Item Status Control . . . . . . . . . . . . . . . . . .Relationships between Attributes . . . . . . . . . . . . . . . . . . . . . . . . . .Defining Item Attribute Controls . . . . . . . . . . . . . . . . . . . . . . . . . .Defining Container Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Defining Item Status Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Defining and Viewing Pending Statuses . . . . . . . . . . . . . . . . . . . .Defining Picking Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Defining Item Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Item Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Defining Cross–Reference Types . . . . . . . . . . . . . . . . . . . . . . . . . .Assigning Cross–Reference Types . . . . . . . . . . . . . . . . . . . . . . . . .Defining Commodity Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Defining Customer Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Defining Customer Item Cross References . . . . . . . . . . . . . . . . . .Overview of Kanban Replenishment . . . . . . . . . . . . . . . . . . . . . . .Defining Kanban Pull Sequences . . . . . . . . . . . . . . . . . . . . . . . . . .Defining Kanban Cards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Overview of Item Categories . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Item Category Flexfield Structures . . . . . . . . . . . . . . . . . . . . . . . . .Defining Categories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Defining Category Sets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Defining Default Category Sets . . . . . . . . . . . . . . . . . . . . . . . . . . .Assigning Items to Categories . . . . . . . . . . . . . . . . . . . . . . . . . . . .Copying Items with Category Assignments . . . . . . . . . . . . . . . . .Examples Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Overview of Item Cataloging . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Defining Item Catalog Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . .Concatenated Item Descriptions . . . . . . . . . . . . . . . . . . . . . . . . . . .Defining Descriptive Elements . . . . . . . . . . . . . . . . . . . . . . . . . . . .Defining Aliases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Specifying Recommended Categories . . . . . . . . . . . . . . . . . . . . . .Item Cataloging Examples . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .iv Oracle Inventory Reference Manual4–14–24–44–64–84–94 – 114 – 164 – 184 – 194 – 214 – 234 – 254 – 274 – 364 – 384 – 404 – 424 – 464 – 484 – 524 – 564 – 604 – 614 – 624 – 644 – 674 – 704 – 734 – 744 – 824 – 844 – 864 – 874 – 894 – 904 – 91
Chapter 5Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Overview of Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Master Level vs. Organization Level . . . . . . . . . . . . . . . . . . . . . . .Defining Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Updating Organization Level Items . . . . . . . . . . . . . . . . . . . . . . . .Item Attributes Listed by Group Name . . . . . . . . . . . . . . . . . . . .Item Attributes Listed in Alphabetical Order . . . . . . . . . . . . . . .Main Attribute Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Inventory Attribute Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Bills of Material Attribute Group . . . . . . . . . . . . . . . . . . . . . . . . . .Costing Attribute Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Purchasing Attribute Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Receiving Attribute Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Physical Attribute Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .General Planning Attribute Group . . . . . . . . . . . . . . . . . . . . . . . . .MPS/MRP Planning Attribute Group . . . . . . . . . . . . . . . . . . . . . .Lead Times Attribute Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Work In Process Attribute Group . . . . . . . . . . . . . . . . . . . . . . . . . .Order Entry Attribute Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Invoicing Attribute Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Service Attribute Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Open Item Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Customer Item and Customer Item Cross Reference InterfacesAssigning Items to Organizations . . . . . . . . . . . . . . . . . . . . . . . . .Adding Attachments to Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Viewing Item Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Assigning Items to Catalogs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Defining Item Relationships . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Defining Manufacturer Part Numbers . . . . . . . . . . . . . . . . . . . . . .Assigning Subinventories to an Item . . . . . . . . . . . . . . . . . . . . . . .Assigning Items to a Subinventory . . . . . . . . . . . . . . . . . . . . . . . .Defining Item Revisions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Defining Item Transaction Defaults . . . . . . . . . . . . . . . . . . . . . . . .Searching for Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Item Deletion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Lot Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Setting Up Lot Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Maintaining Item Lot Information . . . . . . . . . . . . . . . . . . . . . . . . .Lot Control Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5–15–25–45–65 – 105 – 125 – 195 – 275 – 305 – 365 – 385 – 405 – 465 – 505 – 525 – 585 – 695 – 715 – 735 – 785 – 805 – 825 – 865 – 905 – 925 – 935 – 955 – 975 – 995 – 1015 – 1045 – 1075 – 1095 – 1125 – 1155 – 1185 – 1215 – 1235 – 125Contentsv
Serial Number Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Setting Up Serial Number Control . . . . . . . . . . . . . . . . . . . . . . . . .Generating Serial Numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Serial Number Assignment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Maintaining Serial Number Information . . . . . . . . . . . . . . . . . . . .Serial Number Control Reports . . . . . . . . . . . . . . . . . . . . . . . . . . .5 – 1265 – 1285 – 1305 – 1325 – 1345 – 136Chapter 6Transaction Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Overview of Transaction Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . .Setting Transaction Processing Profile Options . . . . . . . . . . . . . .Launching Transaction Managers . . . . . . . . . . . . . . . . . . . . . . . . . .Control Options and Restrictions . . . . . . . . . . . . . . . . . . . . . . . . . .Transaction Source Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Transaction Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Transaction Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Defining Transaction Reasons . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Defining Account Aliases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Inter–organization Shipping Network . . . . . . . . . . . . . . . . . . . . . .Defining Shipping Methods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Defining Movement Statistics Parameters . . . . . . . . . . . . . . . . . .Defining Intercompany Relations . . . . . . . . . . . . . . . . . . . . . . . . . .6–16–26–46–76 – 116 – 136 – 166 – 176 – 226 – 236 – 246 – 306 – 326 – 35Chapter 7Transactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Overview of Inventory Transactions . . . . . . . . . . . . . . . . . . . . . . .Transferring Between Subinventories . . . . . . . . . . . . . . . . . . . . . .Performing Miscellaneous Transactions . . . . . . . . . . . . . . . . . . . .Inter–organization Transfers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Receiving Customer Returns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Inspecting Customer Returns . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Returning Items to Customers . . . . . . . . . . . . . . . . . . . . . . . . . . . .Assigning Lot Numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Assigning Serial Numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Collecting and Reporting Movement Statistics . . . . . . . . . . . . . .Viewing Material Transactions . . . . . . . . . . . . . . . . . . . . . . . . . . . .Viewing Transaction Summaries . . . . . . . . . . . . . . . . . . . . . . . . . .Viewing Pending Transactions . . . . . . . . . . . . . . . . . . . . . . . . . . . .Viewing Pending Demand Interface Activity . . . . . . . . . . . . . . . .Viewing and Updating Transaction Open Interface Activity . . .7–17–27–47–87 – 117 – 217 – 247 – 267 – 307 – 327 – 347 – 457 – 477 – 497 – 557 – 61vi Oracle Inventory Reference Manual
Purging Transaction History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 – 67Transactions Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 – 68Chapter 8On–hand and Availability . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Overview of On–hand and Availability . . . . . . . . . . . . . . . . . . . .Viewing On–hand Quantities . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Requesting the Multi–Organization Quantity Report . . . . . . . . .Viewing Item Supply/Demand Information . . . . . . . . . . . . . . . .Reserving Available Inventory . . . . . . . . . . . . . . . . . . . . . . . . . . . .Viewing Item Reservations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .ATP Rule Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .ATP Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Running ATP by Demand Class . . . . . . . . . . . . . . . . . . . . . . . . . . .Viewing ATP Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Entering ATP Criteria . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Viewing Supply Chain ATP Results . . . . . . . . . . . . . . . . . . . . . . . .Viewing ATP Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .ATP by Period . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Viewing ATP Supply/Demand Detail . . . . . . . . . . . . . . . . . . . . . .8–18–28–48–68–88 – 108 – 128 – 148 – 238 – 298 – 308 – 338 – 358 – 378 – 408 – 42Chapter 9Planning and Replenishment . . . . . . . . . . . . . . . . . . . . . . . . . . . .Overview of Inventory Planning and Replenishment . . . . . . . . .Summarizing Demand History . . . . . . . . . . . . . . . . . . . . . . . . . . . .Defining a Forecast Rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Order Modifiers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Min–Max Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Entering and Reloading Item Safety Stocks . . . . . . . . . . . . . . . . .Reorder Point Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Replenishment Counting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Entering and Processing Replenishment Counts . . . . . . . . . . . . .Purging Replenishment Counts . . . . . . . . . . . . . . . . . . . . . . . . . . .9–19–29–39–69–99 – 109 – 229 – 259 – 309 – 339 – 36Chapter 10Cost Control and Accounting . . . . . . . . . . . . . . . . . . . . . . . . . . . .Overview of Accounting Close Cycle . . . . . . . . . . . . . . . . . . . . . .Transferring Transactions to the General Ledger . . . . . . . . . . . . .Viewing General Ledger Transfer History . . . . . . . . . . . . . . . . . .Maintaining Accounting Periods . . . . . . . . . . . . . . . . . . . . . . . . . .10 – 110 – 210 – 310 – 510 – 7Contentsvii
Chapter 11ABC Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Overview of ABC Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Defining and Running an ABC Compile . . . . . . . . . . . . . . . . . . . .Defining ABC Classes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .ABC Assignment Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Defining ABC Item Assignments . . . . . . . . . . . . . . . . . . . . . . . . . .Updating ABC Item Assignments . . . . . . . . . . . . . . . . . . . . . . . . .Purging ABC Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11 – 111 – 211 – 311 – 911 – 1111 – 1411 – 1611 – 18Chapter 12Cycle Counting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Overview of Cycle Counting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Serialized Cycle Counting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Defining and Maintaining a Cycle Count . . . . . . . . . . . . . . . . . . .Defining Cycle Count Classes . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Cycle Count Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Cycle Count Scheduling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Count Requests . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Entering Cycle Counts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Approval Options and Tolerances . . . . . . . . . . . . . . . . . . . . . . . . .Count Adjustments and Approvals . . . . . . . . . . . . . . . . . . . . . . . .Purging Cycle Count Information . . . . . . . . . . . . . . . . . . . . . . . . .Cycle Count Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12 – 112 – 212 – 412 – 712 – 1312 – 1512 – 1812 – 2212 – 2512 – 3012 – 3412 – 3812 – 39Chapter 13Physical Inventory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Overview of Physical Inventory . . . . . . . . . . . . . . . . . . . . . . . . . . .Defining a Physical Inventory . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Physical Inventory Tags Overview . . . . . . . . . . . . . . . . . . . . . . . . .Physical Inventory Counts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Approval Tolerances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Purging Physical Inventory Information . . . . . . . . . . . . . . . . . . . .Physical Inventory Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13 – 113 – 213 – 313 – 713 – 1113 – 1513 – 1913 – 20Chapter 14Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Overview of Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Inactive Items Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Item Reservations Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Lot Transaction Register . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14 – 114 – 214 – 614 – 814 – 11viii Oracle Inventory Reference Manual
Material Account Distribution Detail . . . . . . . . . . . . . . . . . . . . . .Material Account Distribution Summary . . . . . . . . . . . . . . . . . . .Serial Number Transaction Register . . . . . . . . . . . . . . . . . . . . . . . .Transaction Historical Summary Report . . . . . . . . . . . . . . . . . . . .Transaction Register . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Transaction Source Type Summary . . . . . . . . . . . . . . . . . . . . . . . .Expired Lots Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Item Categories Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Item Cross–References Listing . . . . . . . . . . . . . . . . . . . . . . . . . . . .Item Definition Detail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Item Definition Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Item Demand History Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Item Relationships Listing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Item Statuses Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Item–Subinventory Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Item Template Listing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Serial Number Detail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Supplier Lot Trace Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Customer Item Commodity Codes Listing . . . . . . . . . . . . . . . . . .Customer Item Cross References Report . . . . . . . . . . . . . . . . . . . .Customer Items Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Period Close Value Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Forecast Rule Listing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Item Replenishment Count Report . . . . . . . . . . . . . . . . . . . . . . . . .Min–Max Planning Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .ABC Assignments Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .ABC Descending Value Report . . . . . . . . . . . . . . . . . . . . . . . . . . . .Cycle Count Entries and Adjustments Report . . . . . . . . . . . . . . .Cycle Count Hit/Miss Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . .Cycle Count Listing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Cycle Count Open Requests Listing . . . . . . . . . . . . . . . . . . . . . . .Cycle Count Schedule Requests Report . . . . . . . . . . . . . . . . . . . .Cycle Count Unscheduled Items Report . . . . . . . . . . . . . . . . . . . .Cycle Counts Pending Approval Report . . . . . . . . . . . . . . . . . . . .Physical Inventory Trend Report . . . . . . . . . . . . . . . . . . . . . . . . . .Physical Inventory Summary Report . . . . . . . . . . . . . . . . . . . . . . .Physical Inventory Item Accuracy Report . . . . . . . . . . . . . . . . . .Physical Inventory Adjustments Report . . . . . . . . . . . . . . . . . . . .Physical Inventory Counts Report . . . . . . . . . . . . . . . . . . . . . . . . .14 – 1514 – 2014 – 2214 – 2614 – 2914 – 3314 – 3614 – 3714 – 3814 – 4014 – 4314 – 4514 – 4714 – 4914 – 5114 – 5214 – 5314 – 5614 – 5814 – 5914 – 6114 – 6314 – 6414 – 6514 – 6614 – 7114 – 7214 – 7314 – 7514 – 7614 – 7814 – 7914 – 8014 – 8114 – 8214 – 8314 – 8414 – 8514 – 87Contentsix
Physical Inventory Missing Tag Listing . . . . . . . . . . . . . . . . . . . . .Physical Inventory Tag Listing . . . . . . . . . . . . . . . . . . . . . . . . . . . .Physical Inventory Tags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Item Quantities Summary Report . . . . . . . . . . . . . . . . . . . . . . . . .Locator Quantities Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Subinventory Quantities Report . . . . . . . . . . . . . . . . . . . . . . . . . . .Account Alias Listing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Freight Carrier Listing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Inter–organization Shipping Information Listing . . . . . . . . . . . .Locator Listing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Organization Parameters Listing . . . . . . . . . . . . . . . . . . . . . . . . . .Planner Listing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Status Attributes Listing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Subinventory Listing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Units of Measure Listing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Reorder Point Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Movement Statistics Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14 – 8914 – 9014 – 9114 – 9414 – 9514 – 9614 – 9714 – 9814 – 9914 – 10014 – 10114 – 10214 – 10314 – 10414 – 10514 – 10614 – 110Appendix AOracle Inventory Windows and Navigator Paths . . . . . . . . . . . A – 1Appendix BOracle Inventory Flexfields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B – 1GlossaryIndexx Oracle Inventory Reference Manual
PrefaceWelcome to the OracleR Inventory User’s Guide, Release 11.This user’s guide includes the information you need to work withOracle Inventory effectively. It contains detailed information about thefollowing: Overview and reference information Specific tasks you can accomplish using Inventory Inventory setup Inventory functions and features Inventory windows Inventory reports and processesThis preface explains how this user’s guide is organized and introducesother sources of information that can help you.Prefacexi
About This User’s GuideThis guide contains overviews as well as task and referenceinformation about Oracle Inventory. This guide includes the followingchapters: Chapter 1 provides information about setting up Inventory aswell as other integrated Oracle ApplicationsNote: Implementation information and procedures arecontained in this chapter. Chapter 2 shows how Inventory represents your company’sinventory sites and business units. This includes definingorganizations, locations, subinventories, and locators dependingon your company structure. Chapter 3 describes methods for defining and manipulatingunits of measure, and how to convert between the units youdefine. Chapter 4 discusses control and reference options that you mustestablish before defining items. These enable you to maintain,group, reference, query, and delete your items. Chapter 5 tells you how to define and control items that youstock in inventory. Once defined, you assign items toorganizations. You choose whether to have centralized ordecentralized control of your items through a variety of itemattributes. Chapter 6 describes controls and options that you must setbefore performing inventory transactions. Chapter 7 describes the transactions, views, and reports used tomaintain inventory control from the time you receive items tothe time you ship finished goods to the customer. Chapter 8 discusses the windows you can use to view on–handquantities, reservations, supply/demand, available to promise,supply chain available to promise, and capable to promiseinformation. Chapter 9 shows you how you can manage your inventory levelsusing any combination of min–max planning, reorder pointplanning, and a replenishment system for generating orders. Chapter 10 provides the features you need to summarize costsrelated to inventory and manufacturing activities for a givenaccounting period and distribute those costs to the generalledger.xiiOracle Inventory User’s Guide
Chapter 11 describes Inventory’s ABC features through whichyou can determine the relative value of a group of inventoryitems based on a user–specified valuation criterion. Chapter 12 explains defining, scheduling, generating, approving,and purging cycle counts. Chapter 13 covers physical inventories from their definition andgeneration of tags, through counting and adjustments, topurging physical inventory information. Chapter 14 describes the Inventory reports.Prefacexiii
Audience for This GuideThis guide assumes you have a working knowledge of your businessarea’s processes and tools. It also assumes you are familiar withInventory. If you have never used Inventory, we suggest you attendone or more of the Inventory training classes available through WorldWide Education. For more information about Inventory and Oracletraining, see: Other Information Sources.Do Not Use Database Tools to Modify Oracle Applications DataBecause Oracle Applications tables are interrelated, any change youmake using Oracle Applications can update many tables at once. Butwhen you modify Oracle Applications data using anything other thanOracle A
Oracle is a registered trademark and Developer/2000, Oracle8, Oracle Application Object Library, Oracle Alert, Oracle Financials, Oracle Quality, Oracle Workflow, Oracle Work in Process, SQL*Forms, SQL*Plus, SQL*AMX, SQL*Report, and SQL*ReportWriter are
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Oracle is a registered trademark and Designer/2000, Developer/2000, Oracle7, Oracle8, Oracle Application Object Library, Oracle Applications, Oracle Alert, Oracle Financials, Oracle Workflow, SQL*Forms, SQL*Plus, SQL*Report, Oracle Data Browser, Oracle Forms, Oracle General Ledger, Oracle Human Resources, Oracle Manufacturing, Oracle Reports,
Specific tasks you can accomplish using Oracle Sales Compensation Oracle Oracle Sales Compensation setup Oracle Oracle Sales Compensation functions and features Oracle Oracle Sales Compensation windows Oracle Oracle Sales Compensation reports and processes This preface explains how this user's guide is organized and introduces
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Welcome to Release 12.2 of the Oracle Inventory Optimization Users Guide. Welcome to the Oracle Inventory Optimization User's Guide, Release 12. This guide assumes you have a working knowledge of the following: The principles and customary practices of your business area. Oracle Advanced Supply Chain Planning and Oracle Inventory .
